Business Transfer Plan Your Team of Business Advisors
Corporate SET Planning
The corporate Success Exit Transition planning program is a road map that guides current ownership on the five major components of the business enterprise. These components include risk management, financing, real estate, merger acquisition and legacy planning. The SET program works in part of an inter-disciplinary team of advisors and embraces your current advisor relationships. The SET advisory program is available only as a quarterly planning fee program.
Individual Component Services
Commercial Financing (Capital, Equity, Debt)
There is often a need for funding during growth or challenging times. Financing can be secured from our many sources.
- Conventional Lending / Asset Based Lending
- SBA Financing
- Inventory Line of Credits
- AR Factoring
- Equipment Financing
- Alternative/Creative Financing
- Private Equity Groups
- Partnerships
Commercial Real Estate Brokerage
Sale Leaseback Strategies
· Corporate Expansion Relocation
Merger & Acquisition Advisors, Business Brokerage
Selling, Merging or Acquiring a business requires comprehensive market analysis, extensive industry data & expertise.
- Business Valuations, Formal or Opinion of Value
- Professional Seller Marketing, Representation and Negotiations
- Business Succession Exit strategy planning
- Wealth Transfer Strategies
- Acquisition Search programs
Corporate Risk Management Insurance
Business Ownership and management are typically not adequately prepared for a short term or long term interruption to the business operations. To leverage your risk with Insurance is the best protection.
- Key Person Life & Disability Insurance
- SBA Life Insurance requirements
- Buy - Sell Agreement consulting
- Estate Planning
Management Buy Out (MBO). Member Advisory Team to assist in the acquisition of employers divested division of a larger corporation.
Employee Stock Ownership Plan (ESOP). Member Advisory Team to assist owners and employee group determining the viability, implementation and financing of ESOP as a business exit sales strategy.
Family Limited Partnership with ESOP (FLSOP). Member Advisory Team to assist in one of the best programs available to pass your business to the next generation.
Corporate SET Planning
Beginning in 2009, there will be over 750,000 business owners each year retiring over the next 20 years. Half of all business owners are baby boomers and 90% of all businesses are family owned.
The corporate Success Exit Transition planning program is a road map that guides current ownership on the five major components of the business enterprise. These components include commercial financing, real estate, merger acquisition, risk management and advanced legacy planning.
Have your plans to access more capital so as to expand your company been squelched by your current bank? Not all banks have access to national funding sources as we do. Our financing assistance will evaluate alternative solutions for your growth strategies to access capital. Our lenders will say yes, without changing your current banking relationships. Our lenders will work with you if you have credit issues as they are in the business of lending money.
Our commercial real estate investment services will use creative economic value to identify and acquire real estate for corporate acquisition, relocation or expansion. We will also advise on landlord tenant issues if you are renting a location or subletting space.
Do your P&L's match your Balance Sheets and Tax Returns? Imagine the lack of confidence you would have to move forward as a buyer of your business if discrepancies arose in your financial documents at the due diligence stage of the sale. The entity that buys your business will have a team on their side; do you have a winning team on your side?
Proper valuation of your business will be quickened and enhanced with your ability to provide accurate records of EBITDA and position the assets of your business to be viewed in the most favorable light. This is where merger acquisition expertise can help create the beginning of a profitable, efficient transaction.
Only 25% of companies with fewer than 100 employees have Key Person insurance. Corporate risk management programs insure the lives of key people in the business to replace revenue lost in the event of disability or death. What would you like your business to look like in 10 years? How about in 25 years?
Acquiring corporate wealth took skill, creating a legacy with it will take wisdom. Advanced legacy planning with an ESOP can be an important component of a wealth transfer plan. This strategy can transfer illiquid, privately held stock into cash. The equity value of a business is a liability waiting to happen on an owner’s death with potential state and federal transfer tax liability.
Only one-fifth of business owners have a drafted legal agreement detailing company ownership in the event of marital dissolution, disability or death of an owner.
The SET program will road map and protect your business, grow your assets and plan for the corporations’ future. Now you can work on the business and not in the business. Run your business and make it grow.
The SET program works in part of an inter-disciplinary team of advisors and embraces your current advisor relationships. The advisory team will work in a collaborative effort on customized solutions and implement the multi year plan. SET your business from Success to Succession and get top value for your business that you have spent a life time creating. The SET advisory program is available only as a quarterly planning fee program.
